See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,396 | $63,346-72.5% | $92,233-81.1% | $70,131-75.2% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 15.02% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,441 | $2,471-1.2% | $3,679-33.7% | $2,342+4.2% |
| Participant deferral / active EE | $3,961 | $2,854+38.8% | $3,897+1.6% | $3,332+18.9% |
| Admin fee / account holder | $210 | $3,840-94.5% | $5,194-96.0% | $4,645-95.5% |